Competitors Administration


Below are the icons and their respective functions that are used throughout the Accounts Administration section.

Allows the user to access the Configure List Fields screen

Users can click to edit an item such as a contact, account, etc.

Use these to re-order various fields

Allows the user to delete an item

Allows user to view the details of contacts, accounts, opportunities, etc.

Allows the user to reset a filter field

Users can run all the rules by clicking this icon

Access a calendar for adding dates to events, tasks etc.

Allows the user to preview certain items, such as campaigns

Allows the user to search accounts

Cancel or exit

Allows the user to copy or clone an account

Allows the user to save an account or data

Under Competitors Administration you can see the following:

  • Click CRM > Competitors > Admin

    competitors admin